Cascades Capital Asset Management’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$257K Buy
5,968
+39
+0.7% +$1.68K 0.13% 92
2025
Q1
$244K Buy
5,929
+1,245
+27% +$51.2K 0.13% 101
2024
Q4
$203K Buy
+4,684
New +$203K 0.11% 106